Kevin is the Managing Director of Wealth Planning at Our Family Office. In his work, Kevin draws on his extensive tax knowledge and wealth planning experience to assist families on financial and tax planning matters. Kevin focuses on a holistic approach towards wealth and through the usage of tax-efficient charitable giving, he helps many families achieve their philanthropic goals while integrating their values and visions for the future.
Highlights of Kevin’s career to date include:
- Scotiabank: Prior to joining the firm, Kevin was the Director of Wealth Management Taxation at Scotiabank working with wealthy families across Canada. His key specialization areas while working at the bank included corporate restructuring, estate planning as well as philanthropy.
- PwC: Kevin also previously worked for PwC’s High Net Worth tax practice and has extensive experience in the areas of will planning, post-mortem planning and trusts.
Professional Credentials & Qualifications:
- Chartered Professional Accountant (CPA);
- Graduate of the University of Waterloo holding a Bachelor of Arts, Master of Accounting and Master of Taxation degree.
With a strong dedication and passion for teaching, Kevin has been a lecturer at the Chang School of Continuing Education at Ryerson University since 2012.
North American Wealth Award Nominations 2020:
Finalist in 3 Categories
What do I want to share with my heirs about my values and life experiences while I still can?
What do other successful families do about educating future generations?
What would happen to my family and business if I were suddenly gone tomorrow?
Is it possible that there might be other tax ideas we haven’t considered yet?
Who will make the important decisions and coordinate things after I’m gone?
Do I wonder sometimes if our planning done in the past is still relevant?
Are my investments properly compensating me for the risk I’m taking?
Which of my investments or accounts are no longer serving their intended purpose?
What do I expect market returns to look like in the next five years?
What is my Strategic Asset Allocation?